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On the show
Recent episodes
Diversification hasn’t disappeared. It’s evolving.
May 26, 2026
19m 15s
It’s uncomfortable to be in quality right now
Apr 15, 2026
20m 25s
What the growing IPO pipeline in Asia is telling investors
Mar 26, 2026
17m 26s
Navigating a multipolar world
Feb 16, 2026
22m 44s
2026 Outlook: Rotations, resources and re-ratings
Dec 16, 2025
30m 24s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/26/26 | Diversification hasn’t disappeared. It’s evolving. | Diversification has long relied on bonds offsetting equity risk. That relationship is proving less reliable, with recent shocks exposing how quickly correlations can move together. These periods tend to emerge when inflation is more volatile, as it is today. At the same time, markets are being driven by a different force, an investment-led cycle tied to AI and infrastructure, which is supporting earnings despite the noise. In this episode, Matt Quaife sits down with Lukasz to discuss why diversification is behaving differently, what this means for portfolio construction, and why these periods are among the most challenging, but also the most important, for long-term outcomes. Topics covered: The market impact of the Iran conflict and energy shock Why bonds and equities are moving together What’s driving the current investment-led cycle How to think about diversification in a higher inflation world Where opportunities are emerging across regions and sectors Portfolio construction when correlations break down For more information on Fidelity visit fidelity.com.au.Read our full disclaimer. This episode was recorded 19 May 2026See omnystudio.com/listener for privacy information. | 19m 15s | ||||||
| 4/15/26 | It’s uncomfortable to be in quality right now | Quality hasn’t failed. It’s cyclical. Over the past 40 years, quality investing has delivered strong long‑term outcomes, yet it has underperformed roughly a third of the time. The current episode stands out: nearly two years in length and around 30% of relative underperformance. History shows quality tends to lag during ‘melt‑ups’, early‑cycle recoveries and strongly risk‑on environments, the very conditions markets have experienced amid AI optimism, capex booms and improving growth indicators. Are we at the end of the underperformance cycle, or is there further to go? In this month’s podcast, Maroun Younes, Co-Portfolio Manager for the Fidelity Global Future Leaders Fund sits down with Lukasz to explore why quality strategies fall behind at certain points in the cycle, how unusual the current drawdown really is and why periods like this are often the most behaviourally challenging but also the most consequential. Learn more about how we uncover these insights with our Research Advantage. For more information on Fidelity visit fidelity.com.au.Read our full disclaimer. This episode was recorded 16 April 2026See omnystudio.com/listener for privacy information. | 20m 25s | ||||||
| 3/26/26 | What the growing IPO pipeline in Asia is telling investors | IPO activity in Asia is picking up, but the real story starts well before companies reach the market. Strong pipelines often reflect confidence from founders and improving conditions beneath the surface. That can create opportunities for investors willing to look ahead. Portfolio Manager for the Fidelity Special Situations and Asia Pre-IPO Strategies, Dale Nicholls and Investment Director for Private Markets, Tony Liu talk through the current IPO environment in Asia and what it reveals about private company activity. Drawing on their experience across the region, they explain how pre‑IPO investing fits into the broader opportunity set and how they think about risk, timing and growth. Learn more about Fidelity www.fidelity.com.au We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 23 March 2026See omnystudio.com/listener for privacy information. | 17m 26s | ||||||
| 2/16/26 | Navigating a multipolar world | Geopolitics, policy and markets are colliding, but what does a multipolar world mean for portfolios, and why should investors be looking to true, multi‑dimensional diversification in this regime? In this episode, Salman Ahmed, Fidelity's Global Head of Macro and SAA joins Lukasz de Pourbaix to step back from the noise to frame the big forces: shifting power blocs, policy trade‑offs and changing market structures, translating them into a practical way of thinking about portfolio resilience. Expect a focus on reducing concentration risk, building durability across regimes, and using diversification to handle correlation shifts and macro surprises. Discover what to watch, how to weigh trade‑offs, and where diversification can do the heavy lifting -whether recession risk materialises or not. --------------------------------------------------------------------- Learn more about Fidelity's Global Macro Outlook for 2026. We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 10 January 2026. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 22m 44s | ||||||
| 12/16/25 |  2026 Outlook: Rotations, resources and re-ratings | Will sector rotations and AI themes reshape global markets in 2026? And how will valuation shifts and re-ratings influence where investors find growth and opportunity? In this episode of Fidelity Sound Bites, Paul Taylor, Zara Lyons, and James Abela explore the forces set to define the year ahead - from the momentum in resources and small caps to evolving valuation dynamics across sectors. They also dive into productivity trends, the implications for Australian equities, and share bold predictions for what could be a year of broader market dispersion and fresh opportunities. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 30m 24s | ||||||
| 11/12/25 |  Open AI, Amazon, NVIDIA: Bubble or breakthrough? | Everyone’s calling this the bubble before it bursts - and that’s a first. In this episode, Maroun Younes joins Lukasz de Pourbaix to unpack the AI boom led by mega-cap giants. Are we witnessing a historic overreach or the early innings of a structural revolution? Tune in for a candid look at valuations, capex, and the physics behind the hype and how investors can tackle this next tech era. --------------------------------------------------------------------- Explore our insights on the AI Boom and how investors can navigate this next tech era. Learn more about the Fidelity Global Future Leaders Fund and Active ETF We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 6 November 2025.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 19m 43s | ||||||
| 10/3/25 |  Asia: From factories to tech powerhouse | Twenty years ago, Asia was the world’s factory floor. Today, it’s powering the future of EVs, semiconductors, and AI. Join Fidelity’s Gary Monaghan and Lukasz de Pourbaix as they unpack how the region has evolved, what’s stayed the same, and where the biggest opportunities lie for the years ahead. Want more? Discover the Fidelity Asia Fund and ETF We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 3 July 2025.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 26m 36s | ||||||
| 9/5/25 |  BONUS | Australia's banking giant: Why CBA continues to lead | CBA took centre stage in the 2025 reporting season and is top of mind for many Australian investors. Sell or buy more? As part of this reporting season’s recap, we’ve asked our Australian equities portfolio managers to weigh in with their views for a detailed discussion on the ASX 200’s top stock. Discover what drives CBA’s powerhouse performance, from unmatched customer loyalty and tech-forward investments like AI to overcoming the country’s most unusual credit cycle. Our experts break down why CBA stands out as a clear market leader, how it manages challenges despite premium valuations, and what investors should watch for from Australia’s financial sector titan in the year ahead. Learn more about investing in Australian Equities. We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 2 September 2025.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 13m 55s | ||||||
| 9/4/25 |  Reporting season recap: Decoding market dispersions | Results are in, and dispersion is rewriting the rules on the ASX. We’ve brought together an expert panel to unpack what’s fuelling the wild swings between winners and losers this reporting season. Discover how macro trends, AI innovation and shifting consumer confidence are reshaping valuations, sector rotations and growth prospects for Australian companies. This episode reveals what’s moving the market, who’s thriving and where opportunity (or risk) is hiding for investors right now. Learn more about investing in Australian Equities. We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 2 September 2025.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 31m 27s | ||||||
| 8/14/25 |  Beyond human bias: The systematic advantage | Systematic investing often gets lumped in with opaque, black-box quant models that seem impossible to explain. But the best strategies can be anything but mysterious. At their core, they’re about applying consistent rules, managing risk with discipline, and making decisions driven by data. So how can incorporating systematic strategies help strip out bias and improve portfolio consistency?This month Lukasz speaks with Matt Jones, Portfolio Manager for Fidelity’s Global Systematic strategies where they discuss the systematic advantage - a process that’s rules-based, risk-aware, and adaptable to multiple investment styles. Discover how they can achieve more consistent results, meet transparency demands, and better align with portfolio objectives. We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 6 August 2025.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 16m 40s | ||||||
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| 7/16/25 |  Asia vs the world: Why liquidity could shift East | With Japan shifting monetary gears and global liquidity in flux, could capital rotate from developed markets back into Asia? We’re very lucky this month to have special host, James Gruber, Editor for investment newsletter Firstlinks who sat down with Fidelity’s Asia expert, Anthony Srom where they discuss a scenario few investors are pricing in. They also discuss why Anthony thinks China is no longer ‘uninvestable’, his contrarian plays for ASEAN markets and Indian financials and why he’s not buying into the hype of AI. Learn more about the Fidelity Asia Active ETF. We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 3 July 2025.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 19m 56s | ||||||
| 6/19/25 |  CIO Outlook: The global rewiring is underway | From shifting tariff regimes to the end of US exceptionalism, and the real-world impact of AI — markets are being reshaped in real time. Staying ahead means understanding how these forces connect — and how they’ll affect long-term wealth outcomes.Fidelity’s Global Equities CIO, Niamh Brodie-Machura, joins Lukasz de Pourbaix to unpack what this global rewiring means for investors: The global policy and economic reset underway How to think about volatility as a strategic tool, not just a risk Why diversification is more important than ever Where AI disruption is already driving productivity gains And whether US exceptionalism still holds up The rules are changing — are portfolios ready? We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 18 June 2025.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 18m 25s | ||||||
| 5/23/25 |  Bonds are back: The Fed may cut more than you think | Bonds are back in the spotlight—and this time, they’re offering more than just stability. With global volatility rising, U.S. tariffs in play, and the Fed’s (Federal Reserve) next move up for debate, Harry Hardy, Investment Director for the Fidelity Global Bond Fund unpacks why fixed income deserves a fresh look.In this episode discover our contrarian view and why we believe the market is underestimating just how far the Fed might go with rate cuts—and what that means for yields, credit spreads, and positioning in today’s environment. We also break down the macro environment including how investors can navigate the swings in volatility. Discover more on why now is the time for bonds We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 19 May 2025See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 20m 04s | ||||||
| 4/27/25 |  The end of US exceptionalism: Myth or reality? | As markets begin to breathe a little easier on the news of a pause on tariffs, many investors may be looking into the intriguing narrative surrounding the end of US exceptionalism. But it may not be all it seems, at least for now. This month we have Co-Portfolio Managers for the Fidelity Global Future Leaders Fund and Active ETF, James Abela and Maroun Younes join Lukasz where they discuss why they think US remains an extremely attractive investment destination, why they’re keeping their cool around the current market upheaval, and the surprising market deviation for small and mid-caps from past sell offs. Find out more about the Fidelity Global Future Leaders Active ETF. We’d love to hear from you! Email us at PodcastsAustralia@fil.com with suggestions for episodes or guests. For more information on Fidelity visit fidelity.com.au. Read our full disclaimer. This episode was recorded 22 April 2025. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 21m 17s | ||||||
| 3/31/25 |  Is it time to be more bullish on emerging markets? | China has experienced a 40% increase in its stock market over the last 12 months, and India is pushing ahead with reforms and measures aimed at boosting growth, so could it be time for investors to revisit emerging markets? In this episode, Amit Goel, Portfolio Manager for the Fidelity Emerging Markets and India Funds explores the dynamic market changes in China, including the stabilisation of property market and consumer recovery, India's growth and innovation, and Brazil's unique interest rate environment and the opportunities in the region. Read our full disclaimer. We’d love to hear from youEmail us at PodcastsAustralia@fil.com or visit fidelity.com.au for more information on Fidelity or Fidelity products. This episode was recorded 19 March 2025. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 22m 35s | ||||||
| 3/9/25 |  The most volatile reporting season yet? | Volatility was the name of the game defining the latest reporting season. As investors grapple with disparities across market caps and sectors, could these chaotic conditions signal a shift in investment strategies? This month we have our experts Casey McLean, Portfolio Manager for the Fidelity High Conviction Fund and Active ETF, Clare Coleman, Australian Tech and Diversified Financials Analyst and Sam Heithersay, our Australian Mining Analyst, to break down the last month of company reporting results. Our speakers/guests/team cover topics including CoStar’s bid on Domain, Wisetech, a possible rotation favouring miners over the banks, and a ‘less worse’ outlook for China, and what that means for the Australian market. Find out how they are using the data analysis from this reporting season to find potential gains in these turbulent times. We’d love to hear from youEmail us at PodcastsAustralia@fil.com or visit fidelity.com.au for more information on Fidelity or Fidelity products. This episode was recorded 6 March 2025. Read our full disclaimer.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 22m 57s | ||||||
| 2/26/25 |  How could Australia's mining industry be impacted by tariffs and the repeal of the IRA? | As a key part of net zero, mining is at the heart of the energy transition as producers require vast amounts of materials like lithium, copper and nickel needed. But it’s only the scale of the materials that we need, it's also the speed at which we need them to meet this huge demand. This month Daniela Jaramillo, Head of Sustainability Solutions speaks with two Fidelity experts on transition materials - Oliver Hextall, Portfolio Manager for Fidelity’s Transition Materials Strategy, and Sam Heithersay, Australian Mining Analyst. They examine how Australian miners could be affected by the repeal of the Inflation Reduction Act (IRA) and what the potential outcomes for new tariffs on aluminium and steel mean for producers. They also discuss opportunities for investors outside of net zero including India’s growth and Artificial Intelligence (AI). We’d love to hear from youEmail us at PodcastsAustalia@fil.com or visit fidelity.com.au for more information on Fidelity or Fidelity products. This episode was recorded 20 February 2024. Read our full disclaimer.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 23m 17s | ||||||
| 1/15/25 |  Japan's market revolution: From deflation to inflation | This month Min Zeng the Portfolio Manager for the Fidelity Japan Equities Fund sat down with Lukasz to explore the profound changes in Japan's market dynamics, shedding light on the historic shift from a deflationary environment to a rising inflation trend. Listen in as our experts dissect the impact of this transformation on corporate governance, consumer behaviour, and Min shares his insights into opportunities for investors for Japan's economic resurgence. Learn more about the Fidelity Japan Equities Fund or email us at PodcastsAustalia@fil.com This episode was recorded 27 November 2024. Read our full disclaimer.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 21m 59s | ||||||
| 12/17/24 |  Outlook 2025: In tech we trust | As another year wraps up, our Australian equities portfolio managers; Paul Taylor, James Abela and Casey McLean reflect on 2024 and answer some of the pressing questions as we head into the second half of the 2020’s: Will tech continue to rally? Will any sectors be safe from tariffs? Or will 2025 be the year resources beat out the banks? Listen to our final episode of the year to find out. As a little Christmas gift to our listeners, we are running our annual Christmas competition. All you have to do is listen to the episode and use the hints the guys have given to guess their costumes for this years’ Fidelity Christmas party. You can find a picture on our LinkedIn and Facebook pages, or head to our website here. First with the correct answer wins a $100 Westfields voucher. Good luck!See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 26m 24s | ||||||
| 11/8/24 |  Trump wins: Tariffs, inflation and the road ahead | Donald Trump is the 47th president of the United States, in a landslide victory for the Republican party. As markets get more certainty, what are the potential impacts of macroeconomic policies, tariffs, and global trade dynamics for investors? We are excited this month to bring you Fidelity’s Global Head of Macro and Strategic Allocation, Salman Ahmed, to discuss the implications of the recent US election results looking closely at the impact of tariffs on inflation, China's economic stimulus measures, and the broader implications for markets and equity sectors. Salman also shares his insights on the risks to our previous soft-landing scenario and why he is optimistic about equity markets amidst the evolving economic landscape. We’d love to hear from you! If you have any topics or speakers you would like to see on the show, email us at podcastsaustralia@fil.com Get the latest insights from Fidelity This episode was recorded 7 November 2024. Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 20m 38s | ||||||
| 10/15/24 |  Australia's Magnificent Six? | Roughly 70% of the returns driven by the ASX year-to-date can be traced back to six Aussie stocks - Four banks, two miners, a consumer discretionary and a real estate company. But how does China's largest stimulus package since 2015 impact those returns going forward? This month join Lukasz and Casey McClean, PM for the Fidelity Australian High Conviction Fund and Active ETF as the cover Australia’s magnificent six, the outlook for interest rates and their impact on the Aussie market, plus a surprising stock benefitting from the Chinese consumption theme. Want more? Discover the Fidelity Australian High Conviction Active ETF This episode was recorded 1 October 2024. Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 16m 12s | ||||||
| 9/5/24 |  Unpacking reporting season: Is tech the answer to rising costs and productivity concerns? | While the issue of inflation remains the same, this year it appears the winners are different. From Coles reducing theft to Wise Tech, Pro Medicus, and REA Group leading the charge toward efficiency, tech and tech-savvy companies are driving productivity across industries and helping fight rising costs. But that’s not all our Aussie PM’s came away with from reporting season. Paul Taylor, James Abela and Casey McLean are back and uncovering which companies are thriving, which are struggling, the surprising market dynamics playing out and the challenges the ASX may face as we head into 2025. Quick LinksGet the latest insights from FidelitySee why we’re an Aussie expert FundsFidelity Australian Equities FundFidelity Future Leaders FundFidelity Australian Opportunities Fund This episode was recorded 4 September 2024. Read our full disclaimer. See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 34m 41s | ||||||
| 8/3/24 |  Should you believe the market on AI? And a veteran Investor’s lessons from 10 years investing in Asia | Anthony Srom, Portfolio Manager for the Fidelity Asia Fund admits how he views the world is a little different, but this may be his superpower when it comes to outperforming the index for nearly a decade*. So what has shaped this veteran investor to ask the questions others aren’t? In this episode Anthony discusses how investors may be getting it wrong on AI, 10 years of lessons and bubbles in Asia, and looking outside Asian giants TSMC and Tencent. Want more? Discover the Fidelity Asia Active ETF This episode was recorded 5 July 2024. *As at 30 June 2024. Past performance information provided in this podcast is not a reliable indicator of future performance. Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. . Read our full disclaimer.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 21m 08s | ||||||
| 7/14/24 |  Inside the mind of a short seller | Being a contrarian investor is no walk in the park; when all signs point left, a contrarian’s first instinct is to look right. So, what does it take to short a stock? This month, Lukasz de Pourbaix gets inside the mind of contrarian Portfolio Manager, Dmitry Solomakhin to explore why this type of distinct investing is so fascinating. They walk you through how Dmitry finds and shorts companies in deep water, whether the hype around AI and tech has been overplayed, and signs from a contrarian view that may mean China is attractive again. Learn more about Fidelity and our 400+ investment experts at fidelity.com.au This episode was recorded 14 May 2024. Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 21m 58s | ||||||
| 6/9/24 |  Beyond India’s elections | Indians took to the polls last week in the world’s largest election where 642 million votes were cast. Modi’s BJP-led alliance won by a thin majority after which markets saw the Nifty 50 to dip (and then bounce back). But is this all just short-term noise when there are long-term opportunities to be found? In this month’s episode Amit Goel, Portfolio Manager for the Fidelity India and Global Emerging Markets Funds (ASX:FIIN and ASX:FEMX) discusses some of these, including the shift to India for global supply chains and the rise of the domestic consumer of India. We’re also really excited to let you know we recently won the Financial Standard MAX Awards Podcast of the Year 2024! Congratulations to Lukasz and the team. Discover the Fidelity India Active ETF This episode was recorded 20 March 2024. Issued by FIL Responsible Entity (Australia) Ltd ABN 33 148 059 009, AFSL 409 340. This is general information only and is not intended to be advice of any kind. Consider the PDS and TMD at fidelity.com.au. Read our full disclaimer.See omnystudio.com/listener for privacy information.See omnystudio.com/listener for privacy information. | 22m 09s | ||||||
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